INVESCO S&P MIDCAP VALUE WIT XMVM
$70.90
+0.0% 52w: $53.01 – $71.56
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data53.0162.2971.56
Jun 20, 2025 Jul 2, 2026
Institutional holders
94
+15 QoQ
13F value
$279.9M
+21.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns XMVM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 611.6K | $39.8M | 0.0% | +8.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 566.2K | $36.9M | 0.0% | +1.1% |
| Avior Wealth Management, LLC | Wealth advisor | 525.7K | $34.2M | 1.0% | +3.5% |
| Foundations Investment Advisors, LLC | Wealth advisor | 282.2K | $18.4M | 0.2% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 239.2K | $15.6M | 0.0% | +61.3% |
| Whitaker-Myers Wealth Managers, LTD. | Wealth advisor | 216.8K | $14.1M | 2.8% | +1.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 193.5K | $12.6M | 0.0% | +7.9% |
| MORGAN STANLEY | Bank broker | 187.1K | $12.2M | 0.0% | +5.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 161.4K | $10.5M | 0.0% | +8.5% |
| Anfield Capital Management, LLC | Wealth advisor | 117.1K | $7.6M | 2.1% | New |
| ROYAL BANK OF CANADA | Bank broker | 76.2K | $5.0M | 0.0% | -3.9% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 73.6K | $4.8M | 0.1% | +8.7% |
| Cetera Investment Advisers | Wealth advisor | 72.7K | $4.7M | 0.0% | +12.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 70.2K | $4.6M | 0.0% | +4.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 63.2K | $4.1M | 0.0% | -17.2% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 56.5K | $3.7M | 0.0% | -3.3% |
| Equitable Holdings, Inc. | Wealth advisor | 47.3K | $3.0M | 0.0% | +121.9% |
| Thrivent Financial for Lutherans | Diversified mechanical | 45.7K | $3.0M | 0.0% | +0.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 45.1K | $2.9M | 0.0% | +73.6% |
| CITIGROUP INC | Bank broker | 43.5K | $2.8M | 0.0% | +11.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 37.3K | $2.4M | 0.0% | +16.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 37.7K | $2.4M | 0.0% | +129.2% |
| Everest Financial Group LLC | Quant stat arb | 35.3K | $2.3M | 0.4% | +5.8% |
| Tactive Advisors, LLC | Wealth advisor | 31.6K | $2.1M | 0.6% | New |
| MONEY CONCEPTS CAPITAL CORP | Wealth advisor | 31.0K | $2.0M | 0.1% | -1.5% |
| ROMAN BUTLER FULLERTON & CO | Other | 24.8K | $1.7M | 0.5% | +21.4% |
| WESCAP Management Group, Inc. | Wealth advisor | 24.8K | $1.6M | 0.3% | +400.5% |
| Sanctuary Advisors, LLC | Wealth advisor | 23.6K | $1.5M | 0.0% | Held |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 23.3K | $1.5M | 0.0% | -66.0% |
| Mariner, LLC | Diversified mechanical | 19.5K | $1.3M | 0.0% | -0.4% |
| Breakwater Capital Group | Wealth advisor | 18.0K | $1.2M | 0.2% | +2.0% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 17.1K | $1.1M | 0.0% | +68.9% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | Other | 14.4K | $934K | 0.1% | -6.1% |
| Solutions 4 Wealth, Ltd | Wealth advisor | 14.2K | $922K | 1.4% | +168.8% |
| Sovran Advisors, LLC | Wealth advisor | 12.7K | $882K | 0.1% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 13.3K | $864K | 0.0% | -79.5% |
| Betterment LLC | Wealth advisor | 10.6K | $687K | 0.0% | +65.9% |
| LexAurum Advisors, LLC | Wealth advisor | 9.6K | $624K | 0.1% | — |
| National Wealth Management Group, LLC | Wealth advisor | 9.5K | $620K | 0.2% | New |
| GUIDANCE CAPITAL, INC | Wealth advisor | 8.9K | $618K | 0.1% | -77.1% |
| Institute for Wealth Management, LLC. | Other | 9.4K | $611K | 0.1% | 0.0% |
| J.M. Arbour, LLC | Wealth advisor | 8.8K | $571K | 0.5% | New |
| Armbruster Capital Management, Inc. | Wealth advisor | 8.7K | $570K | 0.1% | Held |
| Waverly Advisors, LLC | Wealth advisor | 8.4K | $544K | 0.0% | +0.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 8.3K | $538K | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 8.0K | $522K | 0.0% | +154.8% |
| CITADEL ADVISORS LLC | Multistrat pod | 7.9K | $513K | 0.0% | New |
| Cornerstone Wealth Management, LLC | Wealth advisor | 7.0K | $457K | 0.0% | +3.3% |
| Key Client Fiduciary Advisors, LLC | Wealth advisor | 6.8K | $440K | 0.2% | New |
| Sigma Planning Corp | Wealth advisor | 6.7K | $435K | 0.0% | -10.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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